About this Position We are looking for a Research Analyst to join our Mutual Fund Department.
This posting reflects an existing vacancy within the organization.
Salary range: $40,000 - $50,000
Responsibilities and Qualifications Responsibilities Review, research, and resolve PFSL inquiries received from clients and representatives
Contact representatives and fund companies to obtain information and support documentation related to client accounts
Prepare and submit Letters of Indemnity to fund companies to facilitate account corrections and adjustments
Prepare and submit instructions to fund companies for non-financial transactions
Follow up with fund companies to ensure requested corrections and adjustments are completed within appropriate timelines
Document investigation steps, actions taken, and final resolutions, and ensure completed inquiries are properly closed and records are scanned and retained
Prepare preliminary fund loss calculations, where required
Provide support to Canada Securities Turbo Team
Monitor and respond to inquiries received through emails
Prepare supporting documentation for the issuance of adjustment and reimbursement cheques
Work closely with the Legal and Field Management departments on inquiries requiring additional review or escalation
Maintain effective communication with internal and external stakeholders to facilitate timely resolution of inquiries
Perform other related duties and responsibilities as required




Qualifications Post-secondary education or equivalent knowledge and skills acquired through related work experience
Excellent verbal and written communication skills
Ability to adapt changes in procedures or policies, quickly and efficiently
Excellent organizational & time management skills with the ability to multi-task, continuously prioritize workflow and meet deadlines in a high volume, fast-paced environment
Able to work with various key personnel and management
Cooperative and professional attitude
A high-energy self-starter and shows initiative
Able to thrive in a team environment
Advanced knowledge in MS Office (Excel, Word, PowerPoint, Access)
Bilingualism would be considered an asset
It has been and will continue to be the policy of Primerica, Inc., and its subsidiaries to be an Equal Prospect Employer. We provide equal opportunity to all qualified individuals regardless of race, sex, color, religious creed, religion, national origin, citizenship status, age, disability, pregnancy, ancestry, military service or veteran status, genetic or carrier status, marital status, sexual orientation, or any classification protected by applicable federal, state or local laws.
At Primerica, we believe that diversity and inclusion are critical to our future and our mission - creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.

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📌 Research Analyst (Ontario)
🏢 Primerica
📍 Ontario